Log in Sign up

Calculating margins and managing costs

Calculating margins and managing costs

19 March 2021

Toolcie now handles your costs, allowing the software to automatically calculate your margin and amount of profit earned on each of your quotes and invoices.

The margin is calculated based on the sale price before tax, minus the cost. The cost corresponds to the price of purchase, packaging, shipping, etc.

In addition to indicating for you the margin earned per line item and per document, the Toolcie dashboard also shows the total margin earned per customer, per product, and also over a given period for your quotes and invoices.

Related article in the knowledge base:

Other articles

Quote and invoice templates

Certainly the most anticipated new feature in the Toolcie application is the ability to create templates for quotes and invoices that are fully customizable. You can try it out now!

Improved feature for sending quotes and invoices

We’ve just improved our feature for sending quotes and invoices by email, adding a mail merge function. This allows you to add tokens to your text. The tokens will then be automatically replaced by the corresponding values when the email is sent.

Log in Sign up